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>> i'm jim cramer, welcome to my world. >> you need to get in the game. stearns is going to go out of business and he's nuts, they are nuts, they know nothing. i always like to say there is a bull market where. "mad money," you can't afford to miss it i'm cramer, welcome to cramerica. welcome to "mad money." my job is to educate and coach you, teach you about how all of this works, call me at 1-800-743-cnbc. when i used to teach selling stocks at goldman sachs, i told trainees you have to be ready to rebut the objections. expect challenges and meet them with good answer that put to rest the worries, concerns that would keep you from buying the stocks you want them to own. today the market put on a virtual rebuttal clinic and a terrific day where the dow st y

soared 170 points and the nasdaq surged 1.04%. as every important objection was silenced. no wonder we're closing in on the all-time highs what are the negative presumptions that got rebutted. the u.s. economy must be slowing. right? i mean, on account of all the negative stuff people keep talking about. guess what? the notion seemed fanciful. we got good macro, meaning we saw durable goods data, showing demand for machinery rose the most in two years. how does that happen? it comes on top of the recent increase in container board, the corrugated box stuff that your packages come in, fedex and stuff. one of the most sensitive economic indicators out there and a $50 increase in sheet steel, it fell from a match by ak steel. and you cannot put through container board and steel price hikes in a weak economy. i would say, no, no. i need more evidence.

take a look at transports, incredibly sensitive to commerce. they rallied the most since july last year. jb hunt, almost up four points, 50 2-week high. i don't talk about the truckers, my bad. i spent too much time on ups. a name my charitable trust bought more of. but the truckers are a fabulous indicator of economy strength or weakness. jb hunt, saying all systems go. and cramer fave kansas city southern, ksu, $103, all-time record and it may be in talks to build a major hub to bring oil to texas refineries. shipping by train. and important to get an outlet for the domestic oil, and ksu is the preferred way to play it. a terrific stock because of the smoking hot mexican trunk line. how do we know this isn't a blip? you see companies make truck engines and components like

cummins, $2.39 and remarkable runs all, nowhere near as amazing as boeing. the supposedly hobled pitiful helpless giant maker of planes that isn't supposed to be able to fly any time soon, if you read the press reports. why the heck 66 cents from the 52-week high, how about because they play huge orders with the companies, because it may be, despite what the press reports you hear and see the financest manufacturer in the world. they will fick this problem faster than anyone believes possible. that abundance of order makes sense given airlines are the most solvent i have ever seen them and i think -- get this. stop trading for a moment. i any united continental, delta, and u.s. air are all buy, buy, buy. that's right. screaming buy. did i just recommend three airline stocks? you bet i did. just like the rental car companies, which i despised because they compete against

others so aggressively, and consolidating to a slap happeny, for the first time airlines are doing so too. i like the pending u.s. airways amr combination. a blessedly anti competitive home run. unless, of course, are yyou are frequent flier. you still -- are you still worried. still worried, i get that. this time about the possible that italy could cause ripples to the banking system because of the interconnect edness of the financials. it fell spell-checked okay. didn't that cause us to be down 200 points on monday? a big rebuttal. jpmorgan. this ran 1.68 after an analyst meeting. this country is not to be derailed by anything happening in italy. yeah. at least we see it for what it is. a main italian politics as opposed to our politicians won't

bring down our banks anymore, which means we should stop focusing on the errant elections, if you don't mind. that's what the pep in jpm stock is saying, jpmorgan, let's say it took care of its nasty european whale program, stop sweat sweating the jpm program. but captain jamie dimon got that moby sucker. how about china? how about china? another reason we got crushed was china. aren't we petrify thad china is stalled. break down the handbook here, and china stalled, that means commodities stalled, which means the strength is khmer call. i told you we want to listen to michael sutherland, the biggest pure play in mining equipment. china coming on strong, a demand

for commodities around the globe. another issue neutered by today's evidence. but isn't the consumer -- i got the whole litany, isn't the consumer tapped out by higher gasoline prices? by the end of the payroll tax holiday, by increased taxes for the rich. by the bad weather lately. i don't know, but newly created gatsby index was on fire. dollar tree, and great gatsby nick caraway. and how about the all-time high, home depot. three-point jump macy's moving up another buck and walmart continuing to run, despite endless attempts by portraying the company having a dim view of the future. something by the end of the show saying jcpenney stinks, oh, i threw that out there, more at the ends of the show. why did darden, zoom higher? the parent of chilchile's goes

buck? and great chicken burrito at cbc, opened up the whole studio, a big chipotle bar, it was fabulous. you think you get these kinds of moves in stocks when the people at home be moneying? whoa is me, you get the check this time. isn't housing peaking? remember toll brothers? i say look out. and new cramer speculative fave radiant. priced 33 million shares at 8 bucks and managed to close at 8.45. this one goes much higher. much, much higher, the kind of balance sheet. how on earth can i recommend a housing stock when we're in annie day situation with the fed? when the fed will stop keeping rates down and take away the bunch bowl as last month's fed

minutes showed? that's bad news for you there. the bears. the fed chief spoke again on the hill. if anything, more aggressive on the bond buying front. guy is spiking the punch bowl. and we'll be blind for three days. talk about a bloub call. sure, you say, all right, and don't get too confident, the sequestration is coming. that's got to be brutal, right? how about the fact that huntington edge engals, hii, red a fantastic quarter, $6 billion in new business in 23012, a billion awarded last quarter. and 52-week high. and l 3 communications, lockheed martin, among the strongest stocks in today's session. so much for sequestration

worries. if this is what happens when we sequester military stocks i say let's go sequester all the time. and on a day like today, they become gentle bens and lick their boo-boos. today's robust rally and blissful session if you are lock, rebutted the negative presumptions head on and did so in the kind of spectacular fashion that reminds you just how wrong the panickers when when they fled the market just seven days ago. >> the house of pain. horry in california. >> caller: booyah from san francisco. thank you for sharing the vast knowledge of the ins and outs of stock trading with us. will we see a greater future for netflix with the new capabilities they have coming down the pipeline, such as

streamlining the search options? >> i got to tell you, if apple said they were going to buy netflix for catch. apple 4.44. probably some bad luck sign, down $4 bucks. apple would be 550, netflix would be at 250. netflix doing fabulous with the at reed hastings doob a fabulous job. stick with netflix. mike in new york. >> caller: booyah, mr. cramer. thank you forgiving me the shoutout during the adt segment last week. i was watching with my wife at the time and she was very impressed with me, i need to thank you for that. >> i was thinking of you the whole piece. >> caller: i bought coach back in mid-january. >> why, mike? >> caller: i got in just under 52, and it just plummeted from

62. i was hoping make a quick buck in a few days. and you know, in and out, flip it legal quick and it didn't quite work. the stock just kept on dropping on me. >> did that most certainly. >> caller: too late to sell, mi mike. about to give up. >> that website says it's going to be some bid. look. too low to sell, but you watching the show, you got the adt shoutout which somehow was related to you, i haven't figured that out. why not buy adt instead of coach. that was the play. coach, no. adt, yes. al in new jersey. al. >> caller: yes, jim. a big philadelphia booyah to you. >> done your way. making big changes. we managed to get alan smith -- no, that's andy reid. go ahead. this is al in new jersey. >> caller: i want to check in

3-d printing, the biggest stock next to google and apple. should i invest or not? >> it's trading like apple. look this is a market that's reverted to the fundamentals, and the fundamentals say that stock is too expensive. when there is a lot of other -- look, honestly, google, some guy raised his price tag target. but 800, google is cheaper than the triple d right here. there is a reason to keep you out of stocks, but right now, the bears show you the bears arou aren't always right and why didn't they come on and say they don't like the market? they are in hiding, they are in hibernation. "mad money" will be right back. >> coming right up, approved for takeoff? ariad, anti cancer drug ahead ahead of the fda. is now the time to get behind

this company? cramer finds out when he talks to its ceo. and, later, final frontier? the latest sight of america's energy revolution, the goldest coast of california. new black gold. after making a biga accident contributio accusation, could it be right for the pickings? >> and alchemy. the guidance thiraised for the third time. don't miss cramer's exclusive with its ceo, all coming up on "mad money." don't miss a second of "mad mope." got @jimcramer on twitter. have a question?

tweet cramer @madtweets. send an e-mail to madmoney@cnbc.com or call 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. revolutionizing an industry can be a tough act to follow, but at xerox we've embraced a new role. working behind the scenes to provide companies with services... like helping hr departments manage benefits and pensions for over 11 million employees. reducing document costs by up to 30%... and processing $421 billion dollars in accounts payables each year. helping thousands of companies simplify how work gets done. how's that for an encore? with xerox, you're ready for real business.

tonight i want to talk about a speculative biotech stock that has gone from a purely speculative product to a company with a real product on the market that could be on the road to earning real profits. ar aria pharmaceutical. this past december it received fda approval for their very first drug which treats two rare blood and bone marrow diseases. chronic myeloid leukemia and philadelphia chromium mihm no bla lymphoblastic leukemia. these are orphan disease drugs.

if you have these conditions and none of the other drugs in the market work with you, that's a 20% or 30% of the population, you could die if you don't take this medicine. it's not like it's an unreasonable price. it's run up 33% since we spoke to the ce often since june. since then, stoert changed. back then, it's about getting the drug approved. now it's about developing new treatments in the pipeline. let's talk with dr. harvey berger. and find out more about what's next for his company. welcome back to "mad money." >> hey, jim. >> you made a bold call, he i thought at the time it would be approved. you say it's only been five years that you had to work on this. that somehow that's not a long period of time. >> well, five years from the first time we started clinical trials to approval is very, very short for any new medicine, and frequently in the past it ten years easily.

five years speaks a lot to how this new medicine has made a difference in patients with various types of leukemias. >> you put a lot of numbers out. the launch december 2012. this could be a billion dollar drug in five years. been selling it for seven weeks now is that too pie in the sky? >> we really don't think so, we've looked hard at how the drug is being used today and how we think it will be used in the future, its applications and use grows. we really believe this a five year period, iclusig can grow to be an $800 million and growing to a billion in global revenues. >> doesn't it have to become a first-line treatment for many people more than it is currently? >> certainly. the current focus of the trials

and approval is in patients that have failed other medicine for leukemia. to get to the billion dollar plus level without question, it will need to be used in the newly diagnosed cml patient. a big trial currently looking specifically at that. >> okay. when i know asco comes up in the fall. will we have information about the big trial then or too soon? >> the trial started last year. we will have information about iclusig and other medicine, but we won't have results on the epic trial, the tryly for newly diagnosed patients until best case next year. >> other drugs on the market from the literature is clear, i don't think they are as effective as yours. what is the sales pitch to convince doctors. you have a big sales force. an up and running commercial operation. have you a big sales force. what do you tell the doctor, given that they have established drugs they might be using? >> i think that's the challenge

is the sales representatives, the account executives going to talk to physicians. what will drive the use of iclusig, the clinical data that show the efficacy and safety of the new medicine and how long it's been shown to be useful in patient who's have failed the other medicine, failed the other drugs and virtually every patient eventually fails the other medicine for cml. >> really? virtually every patient? >> yes. >> fizer is up. they are a big company. how do you compete? >> fizer has the newest from among the large companies the two leaders in the field are bristol meyers squibb and novartis. we think we have an advantage. our entire sales and commercial organization is focused on iclusig. we believe we have a new medicine that will make a real difference in the lives of cancer patients. >> a lot of people are worried about europe.

you think europe is in terrible shape. a lot of literature says are you going into europe. $115,000, is that something the europeans thought would be okay, but now there's not enough money? >> pricing in europe is different than the pricing in the u.s. without question, the pricing in europe will not be the same as the u.s., but it will be a premium to the other medicine that are available, because of the clinical results. >> now, one last thing, and i don't want to get vision in people's heads, we have seen a couple of biotech companies once they have the drug that's selling, they have been snapped up. you have a chance to build a giant company, but at the same time, your company does not reflect a billion dollars in sales right now. is this something that could happen? i said it speculative. have you approval. you spend five years, and, you know, they didn't lose that money, but they can buy you and not have to pay a penny of that

research? >> well, you know, you build a company, either to be bought, or you build a company to be sustained long-term business, we have focused entirely on building a sustainable business. one of the only biotech companies in the cancer field that discovers new medicine, develops them globally. >> this isn't the only indication. this is much, much bigger or else you wouldn't be using that billion there's. >> also, not only iclusig. other medicine in clinical development that are moving into pivotal trials as well. we have really tried to position the company in quite a distinguishable way with capabilities that are quite different than most other companies. >> a man of your word. when you came on, i was very worried this would not be approved, you knew it would by .

go read what i did. stay with cramer. thank you. coming up, final frontier? the latest site of america's energy revolution is the goldest coast of california where new finds are bigging to churn up black gold. after making a bigach zigs could linn energy be right for the pickings? find out in cramer's exclusive. this is america.

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sure, we had another terrific rally today, but after the verdict inducing roller coaster act of last week, i don't believe you if you feel a little nervous. this increasingly volatile market has you on edge, time for you to double down on a stock that gives you a sky-high energy play. i'm talking about linn energy, the 12th largest independent gas exploration company in the company. it has a big 7.7% yield. if you want to own this for a tax favored account like a 401(k) or i.r.a. you can buy linn co. i always tell you to go to your tax accountants even the mlps. linn announced it is buying barry petroleum this is a brilliant deal. in the first year after the deal

closes, expect to to add more than 40 cents to the cash flow power. we want yield to go higher and from a higher distribution. that's what could happen from berry. i think this is huge for linn's future. they have come under fire for hedging. they use a mix of swap contracts and put options. some don't like the way the company accounts for hedges. they have a chance to explain the hedging on air. let's talk to mark ellis of linn energy to dig deeper into the story. welcome back to "mad money." >> good to see you. >> before we get to the acquisition, which i praised on air numerous times. no shock to you, andrew berry from town, really nice, writes in an article in barron's that lin doesn't deduct the cost of the derivatives from hedging

gains. that suggests that cash flow is overstated. does it? >> yeah, jim. we saw that article. a week and a half ago we actually did our response to that put a presentation out there. >> saw it on the web if anybody wants to see it. >> clearly spains how we do that. misunderstandings in the way we deal with nongap accounting. we stand strong behind our hedge. it's critical to the success of our business. it allows to us pay distribution some 28 quarters in a row, and by the way, those are cash distributions. >> no fasbe commentary, no s.e.c. inquiry. >> none whatsoever to our nongap accounting. >> the reason i recommend the stock, is because you do it. too many cowboys that wouldn't be near the 52-week low if they did the hedging program. >> the hedging part is part of the cost of doing the deal. >> you say it up front. >> absolutely. we lock in hedges as many as five years. we take very little commodity

price risk, and manage the operational risk with the types of assets we buy. buy mature assets, development drilling, so it's very secure. take commodity price out of play and build stability in distribution and you give -- you give the strength also to be able to raise distribution in the future with outstanding operational performance. >> and a series of acquisitions. so people know at home, what you are trying to do, unlike most of the ceos that come on here, you are not making a directional bet on the price of oil. just making a bet on the volume you can get and hedging it out so you don't get surprised by a sudden downdraft. >> correct. what we know we don't know is to predict prices. we hedge for five years. it is three to five years. we hedge for five years. not good at predicting prices. >> i thought natural gas was going to go higher except for you. >> last year we bought a lot of gas assets. it allowed us to be more

competitive. we buy the margin, lock it in for five years, move on to the next transaction. >> i want to talk about berry and the bp assets. >> okay. >> bp, i will tell you, didn't think that was a great operator. berry is a great operator. new tech nog they may be using far more oil than we may have thought or has been found so far? >> okay. let me split that in two places. as it relate to bp, high quality assets. well trained individuals that work those assets. the problem there is they just weren't core assets for bp. not spending money. current technology or care and feeding will make them perform better. we're seeing results and we'll put rigs to work. and berry on the other hand, very talented workforce, as much the assets are important to us, the people that run the assets are critical to us, the knowledge in terms of steam plating in california, which is

half the production base there and 3/4 of the value in this transaction is critical to the success of the deal and very good at what they do. >> david dempster came on the show, telling us about a couple possible prudhoe bay like sized fields. i believe they are in california. do you think california has that possibility and are you anywhere near where some of the big -- some of the big technological finds can be. they all know them. >> they are right in the backyard now we have it. couple of key fields and more mature steam plates are really interesting. we have a tremendous play she in a small acreage position. berry has that play figured out. the steam cycles are down to the point where they have great production. >> i have been talking about the mismatch. oil where it can't be refined easily. natural gas not being used effectively because of crazy energy policy.

any time in our lives, will we have a rational energy policy and be able to be continental secure in our energy? >> we have the technology to get there i would love to see us have an energy policy at some point in time. hopefully we'll get there. >> i got to tell you, again, i want everyone to go to the website, everything is public. not anything i didn't know about linn beforehand. i don't know why anyone is shocked. they are not trying to bet on natural gas going to 7. i don't want to make this bet. they don't either. thank you, mark ellis, president and ceo of linn ener >> thank you, jim. >> stay with cramer. >> coming up, can you handle the heat? cramer gets you fired up for a searing hot lightning round.

it i time. time for the lightning round. where i tell you to buy, buy, buy, sell, sell, sell. and then when my staff makes

this sound the lightning round is over. we'll start with beverly in new york. >> caller: hi, jim. love your show. i need your opinion on amerigas partners. >> i didn't like this particular niche of natural gas liquids. but i'm warming up to it. i think you're in fine shape. i say own it. tom in massachusetts. >> caller: yes, jim, tom from cape cod. >> what's happening? >> caller: up 120% on phillips 66, wondering if i should lighten up or get my hold for the long term? >> take out half, let the rest run. i like refiners, but i don't like greed. you be greedy. let's go to grey in california. >> caller: hey, jim. my stock, i notice it's been down like 20 points the last couple weeks. >> come on, we did the fxi a little bit, but not messing with the chinese. i got it tell you, their

accounting, not crazy about it. sonny in illinois, please. >> caller: a big stock market rally booyah to you, my friend. love your show, your books. what about a juicy dividend called penn grove energy? >> i don't trust these oil trusts, not delivered. not going to go there. i would rather see you be honest. linn co, 401(k), or line otherwise. richard in kentucky. go ahead. richard. you are from kentucky, must be lucky. >> caller: am i on? >> you're on, absolutely. >> caller: a great big kentucky booyah, mr. cramer. >> a kentucky on the bubble booyah back to you. >> caller: thank you for your knowledge and wisdom to us home investors.

my shock ship financial international. >> too risky. and i'm trying to see if fright goes up. i would feel better if north american tanker sdooz better. but they are not, so i can't stick my neck out. moniesha in florida. >> caller: hi, i want to check about facebook. >> i like facebook, but, boy, it's -- i am getting faced on this thing. i -- i liked it, low 20s, liked it in the high 20s, does not distinguish my charitable trust. i've been wrong, i believe in the stock, i was right, then i got wrong and now i'm not sure. not sure i'm going to be right that quickly. but i like the company. let's go to jerry in north carolina. jerry. >> hey, jim. love your show. i want to tell you that right away. hpsi, and 200 shares, went up without 18%. >> the era of safeway, harris

teeter, kroger and the downfall of whole foods. i think harris teeter has had a good run. i would rather be in hole foods. let's go to stacey in colorado. >> caller: hey, jim, it's stacey. >> i had a feeling. >> caller: i'm doing really good, i hope you are too. after getting the ball of chain of apple wrapped around my neck, did i my homework, did everything and i decided to pick up qualcomm. >> you got horse sense. i interviewed mr. jacobs, and they are into samsung, buy, buy, buy, mr. 4g. i like qualcomm, certainly more than apple. and that is the conclusion of the lightning round. >> the lightning round sponsored by td ameritrade. cominging, healthy habit?

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listen up, if you are going to speculate on pharma stocks, you don't want a company that's a one-drug wonder, you want multiple shots on goal. that's why i michael like alkermes. it is behind the diabetes drug that only needs to be injected once a month. and it helps treat alcoholism and opiate addiction. and they are in partnership with john & johnson. that helps keep people with severe mental illness on their medication which is hard to do. they are working on an extended

release version of abilify. the version would only have to be injected once a month without making people think they don't need to swallow a pill once or twice a day. rival otsuka is working on a once a month injectable drug that could get approval as soon as tomorrow. but the fda approval could be good for alkermes. the company reported a fabulous quarter at the end of january, raised guidance the third time in a row and after speculating up to 23, the stock is below 23. smells like an opportunity to me. let's check in with richard pops. chair and ceo of alkermes. welcome back. >> good to see you. >> i want to let viewers in the kitchen.

i was very intrigued by the drug we're talking about, this ch is this drug that you are working on in phase three, the one otsuka is completing against, the antipsychotic. you wanted to make sure that this rival company could be approved tomorrow. >> tomorrow. >> but a lot of literature is about how good the drug is. if someone is coming in against you, why is that a focus? would why would you talk about it? >> two schools of thought. more competition is better. in the u.s., 2% of patients with schizophrenia end up on long acting medications, despite the fact that it's better for them to remember taking their medication each day. >>? spain, that number is 30%. >> 30%. >> the potential for this market to grow -- >> they don't have any money. >> you save money by keeping

people out of hospital. >> we are big fans of them getting approved and getting more doctors in medicaid systems that we should use these medicine. right now, j & j with our drugs. and we will come with our drug, it has its own advantages. we want more patients to get more access to the important medicine. >> like abilify. there are always drugs in the market that didn't get big until doctors felt this was worth prescribing. > the reason lipitor was because everybody was selling statins. wasn't the first. you need a bunch of pharmaceutical companies educating doctors and patients. >> we understand this is not the end of the world, could be the beginning of the world. >> absolutely. >> one really important that you mention as an example. the antipsychotic that could be used to augment zyprexa. it's an amazing drug. the best there is. you gain 7% weight almost

immediately. yours does not cause weight gain? >> here is the deal. zyprexa, it's very efficient and for some patients they can gain 50 pounds, 60 pounds. we thought is there a way of making the drug without the same metabolic or weight gain liability? because of our work in opiods, and we tested this, and we announced a month or so ago, we are taking this to expanded phase two studies. >> that brings to an interesting point. it seems like have you been able to stem craving. if i take this, will i not be hungry? >> no, in fact, we tested that in otherwise healthy volunteers to see if it would affect food intake. if you take zyprexa, is there is

an intensified volume for food. the volume has been dialled up, and this helps dial it down. >> vivitrol deals with craving. a year ago, we did the criminal justice system trials going on. >> that's right. you say that's not driving sales right now. it's personal. >> we think that's the drum beat in the distance. a year ago, when we first talked about this. seven states in the country doing pilot programs in criminal justice. today, 21. >> drug offenders. >> or somebody coming out of prison still addicted to opiods and on a condition of parole, be on vivitrol. you will not relapse. it's indicated for prevention of relapse to opiod dependence. >> and same thing with alcohol? >> alcohol, slightly different mechanism. put people have reported the craving comes down. >> now, my doctor is cbs' doctor and did a piece recently and

said that there were 4,000 people addicted to opiates in 1998. this is the fastest growing addiction. >> there are 2.5 million people in treatment for opiate addiction in the u.s. now. >> i'm sorry, yes. >> ten years ago, opiate addiction meant heroin. now it's oxycontin, vicodin, percocet. because you tolerated it, you need more and more of a dose to get the high. you will always end up in the criminal justice system, by doctor shopping, buying illicit drugsor moving to heroin. this blocks those reseptemberors in the brain so you know for a month at a time. >> why doesn't everybody know? >> it's new science. it's always been treated by drugs like methadone. you never lose your dependence. >> every time you are on, i

learn more. >> thank you for having me. >> the chair and ceo of alkermes. more to show how hard it is to get drugs through fda. richard, thank you so much. >> thank you, jim. >> stay with cramer. recognize me.

but i am your market data. i know what you're looking for. i'm not chained to your desk anymore. i'm faster and smarter now. and so much less expensive. i am your market data.

and if i do say so myself, i have never looked better. superderivatives introduces dgx. data done differently. we call it thesis investing, and i always hated it. when i ran my hedge fund, i heard these guys that thought

they were so smart and on air and print and at meetings, talking about top-down economics and shoehorn individual economics to views from the top down, oh, the economy is negative, let's short this, short that. frankly, it rarely worked and when it went awry, it produced spectacular losses for anyone who attempted these trades. you saw the residue of the thesis playing out on their very screens. they has been the hobbling of the american consumers higher payroll taxes, higher gasoline prices and dysfunctional behavior in washington. and job cutting sequester and delayed tax refunds from the irs, said on the autozone call to total more than 30 billion, all added up to what have been tremendously disappointing earnings to the retailers, the thesis makes since, so easier applied. and right after we were certain, every consumer should have been blown out by what we refer to as headwinds. how could the retailers duct the

headwinds? the thesis investors put up short after short after short from the headwinds and the etfs she shorted, the discounters, retailers, and the big housing derivative retailers, and the facts got in the way of the story and the shorts forced to cover. walmart started off much better quarterly report and some tried to seize on the outlook muted. and they were trying to short the spreading of the bad word. let me go to home depot and macy's. two of the powerful retailers, and there was not only spending weakness, but spending might be accelerated. when we last left the dollar stores, it was a total debacle. lots of chat about the climbing gross margins, kiss of death. dollar tree reported beautiful numbers and guidance wasn't blown away, it reported a dramatic increase in gross margins, extraordinary reversal, and believe me, they were lying

in wait for the firms, oh, man, 10% gain. and not everyone executing well enough to take advantage of consumer strength. target and lowe's got beaten by the other guys. if there were headwinds, from the front door of their stores. jcpenney, gale force winds if you get near their place. and lowe's did come roaring back and it's time to circle back and buy both michael kors and whole foods. they just refuse to comply, and the consumer refused to listen to the news or realize how poor we are come. she accelerated spending the exact time she was supposed to curtail it. a good short spoiled. stick with cramer.